Manager, Financial Planning and Policy

The District Municipality of Muskoka is currently recruiting for a

Manager, Financial Planning and Policy

**Posting Date**: Wednesday, April 2, 2025
**Starting Rate**: $100,116
**Salary Range**: $100,116 - $117,122
**Hours of Work**: 37.5 hours per week
**Classification**: Management
**Status**: Permanent full-time

**The District**:
Muskoka is a great place to live and play, and the District is a four-season municipality passionate about
protecting, servicing and caring for this community. We have opportunities that will allow you to learn, grow and
build your career amongst other ambitious leaders and innovators. We offer a competitive compensation
package and are committed to promoting diversity, accessibility and inclusion. **It’s what we do**

**The Opportunity**:
The Manager, Financial Planning and Policy will provide strategic thinking, technical expertise, and oversight of
all aspects of the District's capital budgeting process, including supporting preparation and reporting of the rate
and tax supported annual capital budgets, development charges administration, variance reporting, long-term
financial planning, tax policy analysis, and investment administration. This role also ensures financial practices
align with evolving municipal, provincial, and legislative requirements while fostering financial sustainability and
accountability.

**What you will do**:

- Lead the preparation, analysis, coordination, and administration of the District’s rate and tax supported

capital budgets and multi-year capital forecasts in alignment with the District’s Asset Management Plan.
- Collaborate with departments to evaluate capital project proposals, ensuring alignment with strategic

priorities, financial feasibility, service delivery goals, and asset management planning tools and systems.
- Lead the preparation of quarterly variance reports for capital projects, identifying trends, highlighting risks,

and deviations from approved budgets.
- Oversee the administration of development charges in compliance with the Development Charges Act,

ensuring accurate collection, allocation, and reporting
- Monitor and update development charges by-laws as required, including forecasting revenues and

coordinating stakeholder consultations.
- Make recommendations on financial strategies to ensure sustainable infrastructure investment & fiscal

health.
- Support the annual review of the District’s Investment Policy Statement and make recommendations by

completing detailed analyses of budgeted reserve balances and capital plan requirements.
- Monitor cash flow and reserve fund balances to ensure investment portfolio has a balanced mix of short
- term and long-term basket of investments for optimal returns.
- Identify and analyze provincial legislation changes affecting municipal governments in Ontario, including

their financial and operational impacts.
- Work closely with internal departments, external stakeholders, and Committee and Council members to

communicate budget priorities, financial plans, and policy updates.
- Identify opportunities for automation to increase efficiency, accuracy, and transparency in capital

budgeting, financial reporting, investment tracking, and tax administration.
- Leverage automation to generate real-time dashboards and alerts for key financial metrics.
- Stay current on emerging trends and best practices in financial technology and process automation.

**What you will need**:

- Bachelor’s degree in Finance, Accounting, Business Admin, Economics, Public Policy or a related field.
- A recognized accounting designation (CPA, CFA, CMA, or CGA) or equivalent financial certification or

designations or post-graduate (Masters or equivalent) education in public administration, finance, or a
related discipline.
- Minimum of 4 to 7 years of progressively responsible & related experience.
- Demonstrated experience managing development charges, capital project reporting, and investment

portfolios in a public sector environment.
- Proven track record in financial process automation, digital transformation initiatives, and leveraging

financial technology solutions.
- Experience with municipal budgeting, legislative compliance, and engagement with Council or committees.
- Expertise in preparing capital budgets, long-term financial forecasts, and variance reports with a focus on

risk identification and mitigation.
- Knowledge of asset management principles and capital project lifecycle planning.
- Proficient in financial software and enterprise resource planning (ERP) systems, with experience in process

automation and data visualization tools.
- Strong leadership skills with ability to mentor and guide teams, foster collaboration, and manage projects.
- Excellent communication, presentation, and stakeholder engagement skills.
- High level of integrity, attention to detail, and commitment to continuous improvement.
- Knowledge of investment management practices, including cash flow forecasting a